Filed December 15, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,067 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,538 |
Service code 13 7300 METRO BLVD. · EDINA, MN 55439 | Contract Administrator | $9,231 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,479 | $57,354-36.4% | $83,848-56.5% | $64,186-43.2% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.7pp | 69.6%+24.3pp |
| Annual return | -3.70% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,074 | $2,545-18.5% | $3,631-42.9% | $2,381-12.9% |
| Participant deferral / active EE | $4,875 | $2,993+62.9% | $4,082+19.4% | $3,470+40.5% |
| Admin fee / account holder | $194 | $4,046-95.2% | $5,478-96.5% | $4,888-96.0% |